Product Manager

• Assess CSI's existing fraud and dispute product portfolio, including tools, vendors, integrations, workflows, and data flows
• Define product requirements, epics, features, user stories, and acceptance criteria
• Lead product planning and roadmap development for existing and future fraud solutions
• Research, evaluate, and validate emerging fraud technologies and vendor platforms
• Partner with engineering and technical product owners to prioritize initiatives and deliver customer value
• Build business cases and support go-to-market strategies for new fraud products and enhancements
• Collaborate with relationship managers, card operations teams, sales, marketing, support teams, and financial institution customers
• Participate in User Acceptance Testing and product validation activities
• Monitor industry trends in fraud prevention, dispute management, ACH risk, instant payments, account takeover prevention, and transaction monitoring
• Serve as the subject matter expert for assigned products and initiatives
• Help shape the future vision of CSI's next-generation omni-channel fraud ecosystem while supporting existing banking solutions
• Travel for user conferences, customer demonstrations, collaboration sessions, and periodic team meetings

Product Manager – Fraud & Disputes

Implementation Specialist

• Lead loan origination software implementation projects from kickoff through go-live
• Partner with financial institution customers to gather requirements, understand workflows, and confirm configuration needs
• Define project scope, goals, deliverables, tasks, timelines, and resources with internal teams and customer stakeholders
• Create and maintain project schedules, implementation timelines, task lists, and status updates
• Coordinate data gathering sessions, configuration discussions, testing reviews, training sessions, and go-live preparation meetings
• Lead customer testing and review sessions to validate functionality, identify issues, and prepare for adoption
• Deliver customer training and hands-on support during implementation, go-live, and early post-launch activity
• Manage communication across internal teams, customers, vendors, and project stakeholders
• Monitor progress, identify risks or blockers, escalate concerns, and present updates on progress, issues, and resolutions
• Stay current on product enhancements, new functionality, and loan origination best practices

Implementation Specialist II

• Own the product strategy, roadmap, and delivery of business banking and treasury management capabilities within CSI Digital
• Lead integration of Qolo products and services into CSI's digital banking ecosystem, including future Apiture initiatives
• Gather, evaluate, and prioritize enhancement requests aligned with product strategy and business objectives
• Develop epics, features, and user stories defining customer needs, requirements, personas, and user journeys
• Collaborate with development, UX/design, payments, and digital banking teams to deliver integrated customer experiences
• Manage and refine product backlogs with Technical Product Owners
• Track milestones, delivery schedules, risks, and dependencies; provide updates to leadership and stakeholders
• Participate in User Acceptance Testing to validate functionality and customer expectations
• Serve as subject matter expert for business banking, treasury management, payments, and digital banking products
• Partner with customers, beta programs, user groups, and industry events to gather feedback and influence product direction
• Support customer conferences, product demonstrations, and customer-facing discussions
• Coordinate cross-functional teams across CSI Digital, Payments, Core Banking, Apiture, and Qolo
• Support governance, risk management, business continuity, and compliance activities
• Perform other duties as assigned

Product Manager – Business Banking, Treasury Management

Accounting Manager

• Serve as CSI's technical accounting subject matter expert
• Oversee technical accounting, financial reporting, and compliance initiatives
• Research, interpret, and implement complex accounting guidance under U.S. GAAP
• Lead accounting assessments involving ASC 606, ASC 842, ASC 340, ASC 350, and other technical accounting matters
• Prepare technical accounting memoranda supporting accounting conclusions for complex transactions
• Draft and review financial statement disclosures
• Monitor, enhance, and maintain internal control frameworks and accounting risk controls
• Partner with executive leadership on acquisitions, strategic initiatives, and financial analysis
• Evaluate accounting implications of new business initiatives, acquisitions, and contractual arrangements
• Perform complex accounting research and provide recommendations regarding new accounting standards and regulatory guidance
• Drive accounting automation, process improvements, and system enhancement initiatives
• Serve as the primary liaison with internal and external auditors on technical accounting matters and control environments
• Support SEC readiness initiatives and future disclosure requirements
• Ensure the accuracy, timeliness, and completeness of financial reporting

Lead, Technical Accounting and Internal Controls

Analyst

• Monitor fraud alerts and investigate potentially fraudulent transactions and account activity
• Analyze suspicious behaviors and identify fraud trends and patterns
• Verify fraud activity by contacting cardholders and financial institutions
• Handle inbound and outbound customer communications related to fraud, lost cards, stolen cards, and account concerns
• Review and manage fraud-related tickets, requests, and escalations
• Collaborate with fraud operations, card services, payments, and dispute teams
• Support fraud prevention initiatives and process improvements
• Serve as an escalation point for more complex fraud cases
• Maintain detailed records and documentation of investigations and outcomes

Fraud Analyst

Brand Manager

• Develop and execute a strategic brand narrative and visual identity
• Oversee public relations, content, social media, and design teams
• Maintain brand standards and guide corporate storytelling
• Deliver high-quality communications to support awareness, engagement, and business growth
• Direct content strategy and editorial calendar across owned channels
• Lead social media strategy to grow audience and engagement
• Provide creative and design leadership through campaigns and collateral
• Mentor and develop a multi-disciplinary brand team
• Manage relationships with external agencies and monitoring brand performance
• Allocate communications budget effectively

Senior Director, Brand Strategy, Content & PR

Full-stack Engineer

• Design, code, test, and debug scalable applications and services using modern TypeScript and Node.js patterns
• Maintain and document program changes with a focus on reliability, performance, and integration quality
• Take ownership of the development and rollout of entire products or large projects, particularly those involving backend services, C++ modernization efforts, and complex third-party integrations
• Write technical specifications, including API contracts, integration patterns, and modernization approaches for legacy C++ systems; identify project and programming risks
• Champion processes and technologies (Agile, CI/CD, service-oriented architecture) while coaching colleagues on backend development, integration practices, and modernization strategies
• Provide proactive investigation, problem-solving, and thought leadership, particularly in integration design and system interoperability
• Offer coaching and mentorship to less experienced Software Engineers, especially in building scalable services and managing complex integrations

Software Engineer III

• Monitor fraud alerts and investigate potentially fraudulent transactions and account activity
• Analyze suspicious behaviors and identify fraud trends and patterns
• Verify fraud activity by contacting cardholders and financial institutions
• Handle inbound and outbound customer communications related to fraud, lost cards, stolen cards, and account concerns
• Review and manage fraud-related tickets, requests, and escalations
• Collaborate with internal teams including fraud operations, card services, payments, and dispute teams
• Support fraud prevention initiatives and process improvements
• Serve as an escalation point for more complex fraud cases
• Maintain detailed records and documentation of investigations and outcomes

Product Adoption Specialist

• Drive the successful rollout, scaling, and sustained use of AI capabilities across the organization.
• Enable teams, reduce friction, build advocacy networks, and measure adoption.
• Develop and execute programs that help departments understand, adopt, and effectively use AI capabilities.
• Drive training and enablement programs that improve understanding and use of AI tools and workflows.
• Build, manage, and grow a champions network that accelerates adoption and shares best practices.
• Measure usage and identify barriers to scale adoption effectively and sustainably.
• Track adoption metrics and success indicators across the organization.
• Partner with stakeholders to improve usability and overall experience of AI-driven tools.

AI Adoption Manager

AI Engineer

• The AI Knowledge Engineer plays a foundational role in enabling scalable AI capabilities by structuring, organizing, governing, and maintaining the knowledge assets that power AI retrieval and downstream applications.
• This role ensures institutional knowledge is preserved, optimized, and accessible in ways that improve the performance, consistency, and reliability of AI-driven outputs across skills, connectors, agents, and applications.
• Build & Maintain the AI Knowledge Foundation.
• Create and sustain a centralized, reliable, and reusable knowledge base that supports enterprise AI capabilities.
• Audit and consolidate knowledge assets across the organization to improve accessibility and reduce fragmentation.
• Capture institutional and tribal knowledge, especially during transition, integration, or organizational change.
• Structure content so it can be effectively consumed by AI-powered experiences and retrieval workflows.
• Define Taxonomy, Classification & Content Standards.
• Establish governance and content architecture standards that improve consistency, searchability, and long-term maintainability.
• Define and maintain common taxonomy and classification standards.
• Develop scalable documentation patterns and reusable knowledge artifacts.
• Ensure content is clean, structured, and aligned to organizational knowledge standards.
• Optimize Knowledge for Retrieval & AI Enablement.
• Ensure knowledge assets are prepared and maintained in a way that improves retrieval quality and downstream AI performance.
• Optimize content for search, retrieval, and AI use cases.
• Partner with stakeholders and champions to keep knowledge current, relevant, and aligned to deployed use cases.
• Continuously improve knowledge quality, accessibility, and governance processes.

AI Knowledge Engineer

Customer Support

• Make a meaningful impact by helping CSI customers maximize the value of their products and applications through expert guidance, complex issue resolution, product education, and project support.
• Creating post-conversation plans that support customer follow-up and resolution.
• Demonstrating expertise across multiple applications and CSI service areas while mentoring less-experienced team members.
• Gathering customer requirements and developing advanced project plans to address client needs.
• Managing multiple projects simultaneously while providing advanced technical and application support.
• Supporting strategically focused and high-profile customer relationships.
• Delivering virtual and on-site project support and training to customers.
• Serving as an escalation resource for complex issues that require in-depth research, analysis, and resolution management.
• Developing and maintaining knowledge resources that enable faster issue resolution and improved customer service effectiveness.
• Identifying product trends and collecting customer feedback to support product enhancements and continuous improvement initiatives.
• Planning, leading, completing, and following up on System Utilization Reviews.
• Traveling as needed to support customer site visits and project engagements.
• Performing other duties as assigned.

Customer Care Analyst

Solutions Engineer

• Collaborate with customers to understand their business objectives, needs, and challenges
• Provide guidance on solutions to meet business needs
• Overcome challenges with recommendations on necessary resources
• Support and consult with accurate scopes of work for sales proposals
• Leverage industry expertise, product knowledge, and technical understanding for successful client engagement
• Consult and recommend appropriate resources/solutions/products for customers
• Diagnose complex customer environments to identify needs
• Provide accurate Statement of Work (SOW) and Bill of Materials (BOM) for proposals
• Research, review, and answer Request for Proposal (RFP) questions
• Document and support sales opportunities
• Mentor Solutions Architect team members

Solution Architect – Professional Services

Technical Product Manager

• Serve as the execution link between product strategy and data engineering delivery
• Translate requirements into well-defined user stories
• Guide the team through each sprint from refinement to release
• Partner with the Product Manager and stakeholders to define and maintain business requirements, use cases, and acceptance criteria
• Develop a working understanding of the data platform architecture and ingestion patterns
• Translate product and business requirements into well-scoped Epics and User Stories
• Lead sprint planning and refinement sessions
• Collaborate with technical leads to ensure solutions meet platform standards
• Write SQL queries and data transformation scripts to validate data
• Help define and maintain data quality standards, governance policies, and data taxonomy
• Produce business and technical documentation for stakeholders

Technical Product Owner, Data & AI

• Play a key role in supporting CSI's tax compliance and reporting efforts across multiple tax disciplines
• Ensure accurate and timely tax filings
• Contribute to research and compliance initiatives
• Support the financial integrity of the organization
• Prepare corporate income tax workpapers, extension calculations, and quarterly income tax estimates
• Assist with year-end tax compliance activities and support various federal, state, and local tax filings
• Prepare and file sales and use tax returns, personal property tax returns, net profit tax returns, and other required tax filings
• Research federal, state, and local tax laws, regulations, and reporting requirements
• Assist with tax audits and respond to requests from governmental agencies
• Reconcile tax-related accrual and balance sheet accounts
• Identify opportunities related to tax credits, exemptions, and process improvements
• Communicate effectively with internal departments and external agencies regarding tax matters
• Utilize tools such as Microsoft Excel, Adobe, Workday, and Avalara to gather information, prepare filings, and support tax reporting activities

Tax Analyst

• Leading the successful delivery of loan implementations for financial institution clients transitioning to CSI’s NuPoint platform
• Ensuring implementations are executed from initiation through go-live while maintaining a strong focus on customer experience, data accuracy, and project outcomes
• Serving as a client-facing leader
• Working closely with internal teams and bank stakeholders to guide them through the implementation lifecycle
• Developing strong relationships early in the implementation lifecycle
• Gathering and reviewing loan documentation, workflows, and requirements
• Identifying data mapping needs and integration points into NuPoint
• Aligning on timelines, milestones, and deliverables with internal teams and clients
• Leading client engagement through regular touchpoints and status updates
• Validating loan data and system configurations to ensure accuracy and readiness
• Tracking progress against timelines, scope, and implementation milestones
• Supporting successful go-live activities and gathering client feedback

Product Manager – Fraud & Disputes

Implementation Specialist II

Product Manager – Business Banking, Treasury Management

Lead, Technical Accounting and Internal Controls

Fraud Analyst

Senior Director, Brand Strategy, Content & PR

Software Engineer III

Fraud Analyst

AI Adoption Manager

AI Knowledge Engineer

Customer Care Analyst

Solution Architect – Professional Services

Technical Product Owner, Data & AI

Tax Analyst

Loan Implementation Specialist